Ford Q3 U.S. sales fall 6.6% to 509,764; retail share rises to 12.1% ex Escape/Corsair

Ford Motor Company said Friday its U.S. dealers delivered 509,764 vehicles in the third quarter of 2026, down 6.6% from a year earlier, as the company continued a planned phase-out of Escape and Corsair. Adjusting for those models, Ford estimated third-quarter retail share rose about 0.4 percentage points year over year to 12.1%, and said total volume was essentially unchanged versus an industry decline of about 1%.

Trucks again carried the story. Overall F-Series production rose 4.5% in the quarter to 266,777 units, led by Super Duty's strongest quarterly production in 19 years at 110,275 trucks, up 4.4%. September F-Series sales rose 2.4% to 67,448. Through September, F-Series sales totaled 561,508 trucks — more than 140,000 ahead of Chevrolet Silverado — keeping the nameplate on track for a 50th consecutive year as America's best-selling truck, Ford said.

Standouts in the release included a record Maverick Hybrid third-quarter sales print of 27,793 pickups, up 59.6%; a Bronco third-quarter sales record of 38,020; and Explorer sales up 17.6% to 189,210 through September. Active paid software subscriptions exceeded 1.7 million through September, up more than 40% year over year.

Ford also disclosed a short-term supplier issue that affected F-150 production at the end of September. In the 8-K, the company said the expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion it provided on July 28, 2026.

Through September, Ford sold 1,516,279 vehicles in the U.S. Truck and van sales totaled 891,400 units year to date, which Ford said made it America's best-selling truck manufacturer.

Ford shares traded near $12.02 midday Friday, down about 5.4% on the day and roughly 10% lower year to date.

By the numbers

• Q3 2026 U.S. sales: 509,764 (−6.6%)
• YTD U.S. sales through September: 1,516,279
• Adj. retail share (ex Escape/Corsair): ~12.1% (+0.4 ppt)
• F-Series Q3 production: 266,777 (+4.5%)
• Super Duty Q3 production: 110,275 (+4.4%; best in 19 years)
• FY26 adj. EBIT guide (July 28): $10.0B–$11.0B

Sources

1. Ford Motor Company Form 8-K, filed Oct. 2, 2026, accession 0000037996-26-000184
2. Ford Motor Company Exhibit 99, news release dated Oct. 2, 2026 concerning third-quarter 2026 U.S. sales

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